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David Orsolino
Certified Financial Plannerâ at Strategies For Wealth
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Work Experience
Certified Financial Plannerâ
Oct 2005 - Present · 19 years and 2 months
Vice President
Jun 2002 - Sep 2005 · 3 years and 3 months
josenthal
Assistant Trader
Aug 1998 - May 2001 · 2 years and 9 months
Company Details
201-500 Employees
Strategies for Wealth is a full service financial planning firm that has offices in Manhattan and Rye Brook, New York as well as throughout the New England area. The firm was established 89 years ago and has been a perennial leader for The Guardian Life Insurance Company ever since. Our accomplished and credentialed advisors help our clients achieve true financial security by creating strategies that aim to maximize wealth while protecting against wealth eroding factors such as taxes, inflation, and other financial costs. Strategies for Wealth is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 800 Westchester Avenue Suite N409 Rye Brook, NY 10573,914.288.8800. PAS is a wholly-owned subsidiary of Guardian. This firm is not an affiliate or subsidiary of PAS. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2023-165735 Exp 12/25
Year Founded
1934
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
120 Broadway 37th Floor New York, NY 10005, US
Keywords
Business and Estate PlanningRisk Management AnalysisExecutive CompensatioEmployee BenefitsCorporate Retirement ServicesBusiness Succession PlanningLife InsuranceInvestmentsCorporate Financial Education Planning
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